Strategic Financial Concepts’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2M Sell
36,813
-4,049
-10% -$1.23M 1.57% 14
2025
Q1
$11.2M Sell
40,862
-310
-0.8% -$85.2K 2.11% 9
2024
Q4
$11.9M Buy
41,172
+2,375
+6% +$688K 2.29% 7
2024
Q3
$11M Sell
38,797
-10,225,231
-100% -$2.9B 3.5% 4
2024
Q2
$1.18M Buy
10,264,028
+10,228,821
+29,053% +$1.18M 0.69% 43
2024
Q1
$9.15M Buy
35,207
+30,960
+729% +$8.05M 2.2% 6
2023
Q4
$1.01M Sell
4,247
-24,539
-85% -$5.82M 0.6% 47
2023
Q3
$6.11M Buy
28,786
+4,487
+18% +$953K 2.07% 7
2023
Q2
$5.35M Buy
24,299
+2,443
+11% +$538K 1.97% 9
2023
Q1
$4.46M Buy
+21,856
New +$4.46M 1.8% 10